Position in SUI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$719
-$36 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#507
of 533 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUI Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,829,240 across 6 REIT - Residential names. SUI ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
81,923 | $1,240,314 | |
| 2 | AIV |
Apartment Investment & Management Co
|
98,458 | $292,420 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
868 | $253,100 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
300 | $41,682 | |
| 5 | NXRT |
NexPoint Residential Trust, Inc.
|
36 | $1,005 | |
| 6 | SUI |
Sun Communities Inc
This page
|
6 | $719 |
All Filings in SUI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719 | 6 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $755 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $743 | 6 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $774 | 6 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $758 | 6 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $771 | 6 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $737 | 6 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $810 | 6 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $722 | 6 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $771 | 6 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $801 | 6 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $710 | 6 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $782 | 6 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $845 | 6 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||